Dear CuVantis Wealth Planning Client,

As concern rises about the spread of the Coronavirus (COVID-19) we want to let you know CuVantis is closely monitoring this situation from multiple perspectives, including health and safety, operational continuity, and portfolio impact.

Clearly nothing is more important than the health and safety of our clients, associates and communities. We want to remind you that CuVantis is fully capable of delivering all services completely remotely through phone, video conference and online access to your accounts via the CuVantis Wealth Portal or TD Ameritrade’s client web access site, Please contact your CuVantis advisor if you need help accessing either of these sites.

Operationally, we have carefully reviewed our plans including personnel, business operations, and client delivery and validated they operate as intended.  We routinely test our comprehensive business continuity plans to support our locations and business functions and are confident in our ability to continue to serve you, our valued clients, throughout this period of uncertainty.

Finally, while market volatility is never comfortable, it is important to remember that all CuVantis portfolio models have been constructed based on the time-tested principles of diversification and asset allocation, and selected based on the individual goals, timeframes and risk tolerance of each investor. If you would like to review your portfolio, please contact your CuVantis advisor.

As always, we thank you for your business and continued partnership. If you have any questions, please do not hesitate to contact your CuVantis Wealth Advisor or any member of the CuVantis Team.



Keith Weber, CFP®

Co-Founder & CEO

CuVantis Wealth Planning, LLC

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